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Freedom Investment Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Freedom Investment Management’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7M Sell
205,183
-21,809
-10% -$1.62M 4.38% 7
2025
Q4 		$15.8M Sell
226,992
-14,476
-6% -$982K 4.61% 7
2025
Q3 		$16.3M Sell
241,468
-17,946
-7% -$1.16M 4.31% 7
2025
Q2 		$16.1M Sell
259,414
-10,130
-4% -$584K 1.29% 11
2025
Q1 		$14.6M Sell
269,544
-423
-0.2% -$22.7K 1.23% 14
2024
Q4 		$14M Sell
269,967
-20,612
-7% -$1.1M 1.16% 14
2024
Q3 		$16.4M Buy
+290,579
New +$15.6M 1.3% 14

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Freedom Investment Management's AVDS Position: Q1 2026 in Review

Freedom Investment Management reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 9.6% in Q1 2026, selling an estimated $1.62M and leaving 205,183 shares worth $14.7M. The position accounts for 4.38% of the portfolio, ranked #7.

Freedom Investment Management first reported a position in AVDS in Q3 2024 and has held it in 7 quarters since. The position peaked at $16.4M in Q3 2024. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Freedom Investment Management held 205,183 shares of Avantis International Small Cap Equity ETF worth $14.7M as of Q1 2026.
  • Freedom Investment Management sold 21,809 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $1.62M.
  • Avantis International Small Cap Equity ETF made up 4.38% of Freedom Investment Management's portfolio in Q1 2026, its #7 holding.
  • Freedom Investment Management first reported a position in Avantis International Small Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Freedom Investment Management's Avantis International Small Cap Equity ETF position peaked at $16.4M in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.